...we see that "Benchmark Mineral Intelligence data shows demand for natural graphite from the battery segment amounted to 400,000 tonnes in 2021, with that number expected to scale up to 3 million tonnes by 2030. Demand for synthetic graphite came to about 300,000 tonnes in 2021, and is expected to increase to 1.5 million tonnes by 2030."
What is the ratio of graphite to hydrogen production? - the latest AGM doc seems to say 380 graphite to 100 hydrogen tpa, but not sure if that is the right figure to go on. If the BC and Japanese plants are going to be producing 100K tpa each, one might expect more plants are going to have a reasonable effect. Albeit those were for phase 2 operations which is a few years down the track.
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